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Free cpe webinars
The Cherished Advisor®: Building an Advisory Services Practice with Purpose

THE CHERISHED ADVISOR®: BUILDING AN ADVISORY SERVICES PRACTICE WITH PURPOSE

Available Date(s)
Thursday, June 23, 2022: 10:00AM EDT
Wednesday, June 29, 2022: 11:00AM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

You’re passionate about what you do, and that’s why you started or lead a client advisory practice. Combining your passion and business can be both exhilarating and a struggle.

Many professionals stumble into starting an advisory practice because of what they love to do. But without the experience or a roadmap of how to build a new service line or practice that your clients can’t imagine living without for efficiency and scalability, it’s easy to hit pitfalls along the way. To become a “Cherished Advisor®”—a highly valued strategic partner whom your business clients rely on to grow and thrive—you need to have a solid business foundation yourself. It’s therefore essential to put into practice the same kind of advice you give your clients.

As a CPA, consultant, and entrepreneur, Amy will share insights and best practices from her own experience of starting and growing an advisory services practice independently and as a partner in accounting. She will also pull from her more than 10 years of advising thousands of firm leaders on growing and scaling their businesses. You will walk away with actionable tools, tips, and resources for creating and maintaining a solid, scalable foundation for your business for years to come.
 
Learning Objectives:


  • Identify your passion and purpose and determine how to align it with the focus of your client advisory services practice

  • List the five stages of the Cherished Advisor® journey to building a solid foundation that enables your practice to grow and thrive well into the future

  • Recognize how to select technology that will meet the needs of your practice and that of the clients/vertical industries you choose to serve

  • Design an end-to-end customer experience that consistently provides the high-quality level of service and engagement your clients rely on throughout the entirety of your business relationship

  • Outline a B3 Innovation Plan with measurable goals to achieve your business objectives while staying true to your purpose

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Amyvetterbiz

Amy Vetter, CPA.CITP, CGMA, is the CEO of The B3 Method Institute, a keynote speaker, a corporate board member, and the host of The Breaking Beliefs podcast. She is the author of Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, published by Wiley and Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life. Amy is a transformative speaker on leadership, employee engagement, company culture, business transformation, and technology innovation. Amy has been named multiple times as one of the "Most Powerful Women in Accounting" by the AICPA and CPA Practice Advisor and recognized as a "Top 100 Most Influential Person" by Accounting Today. Amy shares her accounting and business insights as a contributor to AICPA's Journal of Accountancy, Accounting Today, and CPA Practice Advisor. Learn more at www.amyvetter.com
•    Amy Vetter — CEO, The B3 Method Institute
•    Author of the books - Business, Balance & Bliss and Integrative Advisory Services
•    Learn more at www.amyvetter.com
•    Follow @amyvettercpa on Twitter, Facebook, Instagram, LinkedIn, or YouTube 
•    Check out Amy's TEDx Talk: "Disconnect to Connect: The Path to Work-Life Harmony"
•    Amy Vetter — CEO, The B3 Method Institute
•    Author of the books - Business, Balance & Bliss and Integrative Advisory Services
•    Learn more at www.amyvetter.com
•    Follow @amyvettercpa on Twitter, Facebook, Instagram, LinkedIn or YouTube
•    Check out Amy's TEDx Talk: "Disconnect to Connect: The Path to Work-Life Harmony"
 

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Frequently Asked Questions
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About Our Presenter

Amyvetterbiz
Amy is an accomplished entrepreneur, business executive, CPA, national speaker, and yoga practitioner. She is also the author of the book, Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life. In her book, Amy has created a methodology, backed by scientific research, on how to live a more authentic life and achieve work-life harmony based on the unique combination of her business and life experiences. Coming Fall 2017, her next book, Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, she will provide a step by step book for accounting and bookkeeping professionals wanting to transform their services by taking advantage of emerging technologies.